Our Services

Comprehensive financial services tailored to your business needs. From day-to-day operations to high-level strategy, we're here to help.

Fractional CFO Services

Executive-level financial leadership without the full-time commitment. Our fractional CFO services provide strategic oversight, financial planning, and operational guidance tailored to your business stage and goals.

What's Included

  • Strategic financial planning and forecasting
  • Board and investor reporting
  • Fundraising support and due diligence
  • KPI development and tracking
  • Team leadership and mentoring

Ideal for: Growing businesses that need CFO expertise but aren't ready for a full-time executive.

Financial Planning & Analysis

Data-driven insights to power your decision-making. We help you understand your numbers, plan for the future, and measure what matters most.

What's Included

  • Annual budgeting and quarterly forecasts
  • Variance analysis and performance reviews
  • Scenario modeling and sensitivity analysis
  • Unit economics and profitability analysis
  • Custom financial dashboards

Ideal for: Businesses seeking better visibility into performance and data-driven planning.

Cash Flow Management

Keep your business financially healthy with proactive cash management. We help you optimize working capital, plan for expenses, and maintain the liquidity you need.

What's Included

  • 13-week cash flow forecasting
  • Working capital optimization
  • Accounts receivable and payable management
  • Cash runway planning
  • Banking relationship management

Ideal for: Businesses experiencing growth, seasonality, or cash flow uncertainty.

Bookkeeping & Accounting

Accurate, timely financial records are the foundation of good decision-making. Our bookkeeping services ensure your books are clean, organized, and up-to-date.

What's Included

  • Monthly bookkeeping and reconciliation
  • Accounts payable and receivable
  • Payroll processing support
  • Sales tax compliance
  • Year-end close and audit preparation

Ideal for: Businesses that need reliable, professional bookkeeping without the overhead.

Financial Reporting

Clear, actionable reports that tell the story of your business. We create customized reporting packages that give you and your stakeholders the visibility you need.

What's Included

  • Monthly financial statements
  • Management reporting packages
  • Board presentation materials
  • Investor updates and metrics
  • Custom KPI dashboards

Ideal for: Businesses that need professional reporting for internal use or stakeholders.

Strategic Advisory

Expert guidance on the financial decisions that shape your business. We partner with you on transactions, growth initiatives, and strategic pivots.

What's Included

  • M&A support and due diligence
  • Fundraising strategy and pitch support
  • Pricing and business model optimization
  • Vendor and contract negotiations
  • Financial process improvement

Ideal for: Businesses navigating significant transactions or strategic decisions.

Not Sure What You Need?

Let's talk about your business and find the right combination of services to meet your goals.

Schedule a Consultation